AGP Executive Report
Last update: 7 hours agoRestart Milestone (Silver-Lead-Zinc): Broken Hill Mines has hauled first ore from the restarted Edwards Open Pit at the Pinnacles Mine to its Rasp Processing Plant, adding a third ore-feed source to lift throughput and grade. Drilling Update (Gold): Lode Resources returned fresh Uralla Gold Project intercepts from reverse circulation drilling, reinforcing an intrusive-related gold system model. Major Drill Campaign (Antimony-Tungsten-Gold-Silver): Resolution Minerals completed 16 diamond core holes at Golden Gate South in Idaho, advancing a 2026 program targeting gold and tungsten extensions. Leadership Move (Copper): BOA Resources appointed Graeme Purcell as managing director as it pushes ahead with copper exploration after the Thaduna and Green Dragon acquisitions. Uranium ISR Authorization (USA): Ur-Energy received final Wyoming approval to move Shirley Basin into full-scale ISR, enabling resin shipments to Lost Creek. Offtake Funding (Bauxite): VBX secured an indicative term sheet for a A$10m prepayment and offtake facility to support its Wuudagu bauxite DFS. Project Approval (Canada Gold): First Mining won federal environmental approval for its Springpole gold project in Ontario, moving it toward construction readiness. Critical Minerals Policy (India): Andhra Pradesh’s CM flagged rare earth and gold potential and ordered tighter monitoring, including CCTV and satellite checks for sand mining. Corporate Deal (Aluminium): Alcoa agreed to buy South32’s bauxite, alumina and aluminium assets in a $4.1bn upfront deal, reshaping both portfolios. Hydrogen Hub Decision (Australia): Orica reached a final investment decision for the Hunter Valley Hydrogen Hub, targeting renewable hydrogen for low-carbon ammonia production.
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